Compare · 2 funds side by side · dividends reinvested

BCSM and IJH

BCSMBaron×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,620IJH · best of the two

02 / 03

BCSM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.0

Baron ETF Trust - Baron SMID Cap ETFUS Stock Styles · Mid cap0.75%0.00%+3.0%[…][…][…][…][…]$35M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BCSM 2025 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Baron ETF Trust - Baron SMID Cap ETF · $35M[…]

BCSM

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

BCSMMeasureIJH

+3.0%Year to dateJan 1 → Nov 4+13.9%

[…]1 yearTotal return+16.4%

[…]3 years · per year$10,000 became […] · $16,594+18.4%

[…]5 years · per year$10,000 became […] · $14,620+7.9%

0.75%Expense ratio$75 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $121 a year on $10k1.21%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.0%

BCSMIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

0–3IJH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BCSM vs IJH: Top 5 Holdings

Today

BCSM

16.1%in top 5

IJH

in top 53.6%

BCSMStockIJH

3.7%RBRKnot top 5

3.6%IOTnot top 5

3.2%NTSKnot top 5

2.8%DTnot top 5

2.8%AXONnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common3.3%

End-of-day Nov 4, 2026 · share of each fund

BCSM vs IJH Returns, Every Period

BaronBCSM

[…]

past year

IJHiShares

+16.4%

past year

BCSMIJHFaded: behind in that period

0–1IJH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BCSM vs IJH

YTD

BaronBCSM

+3.0%

IJHiShares

+13.9%

+3.0%Year to date+13.9%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.0%

0.0%Yield1.2%

$35.3MAssets$125B

2–0IJH wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCSM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

BCSM0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BCSM, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

BCSM0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

BCSM$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BCSM, IJH

Today

3.3%most shared, BCSM and IJH

BCSMIJH

BCSM—3.3%

IJH3.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.4%IJH, at 15.0% volatility

IJHWorst drop−8.8%15.0% vol

BCSMWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHBCSM

+13.9%Year to date+3.0%

1.2%Yield0.0%

+16.4%Past year[…]

0.05%Fee0.75%

3–0IJH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026